Wespac Advisors has developed a sophisticated systematic approach to implementing tactical asset allocation across asset classes and across investment horizons. This approach helps us identify market leadership to keep our portfolios allocated to the right asset classes and the right securities at the right time. We participate in asset classes that are leading the market, and, when safe assets lead, we tactically shift our allocations to that new leadership. The Wespac approach is not a process based on academic research, predictions, and speculation – it is a disciplined process that has been deployed across all types of market environments.
Tactical Asset Allocation
Most investment management strategies are based on predictions of the future and speculation about how securities will behave in that context. Given the difference in performance between the leaders and the laggards across all markets, there are substantial risks in holding the wrong positions at the wrong time. Tactical asset allocation helps you participate in what the markets are actually doing, as opposed to what someone thought the markets should do. When applied across asset classes and investment horizons, tactical asset allocation seeks to deliver the best of what all markets have to offer. If you are uncomfortable with the performance of your investments, and you feel there should be a real alternative to conventional portfolio management, that is good thinking.
Relative-strength investing is a sophisticated systematic approach to implementing tactical asset allocation and active management. The technology behind relative strength investing helps us identify market leadership across asset classes and investment horizons to keep you allocated to the right asset classes and securities at the right time, including safe assets in times of market distress. If you thought your investment solution should be more transparent, flexible and adaptive to today’s market reality, that is good thinking.
Performance for Clients
Wespac is dedicated to providing sophisticated investment solutions in your own account with full transparency. You can decide how close you want to be to the investment process – we are always available to be your trusted partner in managing your investment portfolio as things change in the markets and in your life. Wespac’s clients are not just assets-under-management to us – the people of Wespac care deeply about your investment performance. We care, because we invest in the same portfolios that you do. If you want a real partner in implementing your investment plan, think about Wespac.